
In this episode, Columbia computer‑science professor Vishal Misra explains why large language models, despite their rapid progress, are unlikely to generate truly novel scientific breakthroughs because they lack causal understanding and grounding in real‑world experimentation. He delves into why chain‑of‑thought prompting improves performance by breaking problems into intermediate steps, outlines what a genuine AGI would need beyond pattern‑matching, and identifies the root causes of LLM hallucinations as distributional gaps and over‑confidence in generated text. Misra’s perspective blends deep expertise in AI theory with practical insights on the current limits of LLMs.
There are many good reasons to say “No” to a strong M&A offer. Many of our top leaders in tech had multiple M&A offers on the way at a small fraction of their current value. Ross Perot famously offered to buy...
So @Atlassian is on a fricking tear. In the last few months they have spent $1.6BN on M&A. - DX Labs: $1BN - The Broswer Company: $610M - Cycle: Undisclosed I think @mcannonbrookes is one of the most exceptional leaders in technology. The man has...

In this episode, Grant Lee, co‑founder and CEO of Gamma, explains how his AI‑driven design platform replaces traditional PowerPoint with an "anti‑PowerPoint" approach that makes product presentations irresistible and drives user adoption. He discusses the importance of building enduring businesses...

Don't go into fundraising ... in the dark Try the NEW SaaStr AI Pitch Deck Analyzer Find out in seconds: - Where you stand - Odds of getting funded - Where to improve your deck ...
The myth is that founders chase risk. In truth, they chase control. The kind that only comes from creating the environment where their instincts can prove themselves. The rest is just entropy management dressed up as leadership.

In this episode, Atlassian co‑CEO Mike Cannon‑Brookes argues that tech valuations are broadly inflated and questions whether we are in an AI bubble, while also examining how AI impacts margins, defensibility, and pricing models such as per‑seat licensing. He highlights...
ComplyDo (@ComplyD0) automates how enterprises comply with hundreds of global regulations. Already used by leading global players to replace months of manual work, reduce consulting hours, and accelerate market access. Without a fleet of consultants. https://t.co/VpcLqrcbeT Congrats on the launch, @SchuhmannLeo, Moritz, and...
The smart move for founders isn't to raise venture capital, it's to build to a few million in revenue, and get acquired for a life changing amount.

In this episode, a16z partners Erik Torenberg, Katherine Boyle, and Erin Price‑Wright interview Zach Dell, founder and CEO of Base Power, about the challenges and opportunities in home power generation, misconceptions around data‑center energy use, and strategies to modernize the...
Sometimes, the most straightforward, on-trend deals are the most lucrative. Vercel and Supabase, pre-AI infrastructure components, have become essential for building next-gen apps, riding the wave of growth. https://t.co/6tI8ChhNfe

Tons of words have been written about the Trump Administrations war on Science in Universities. But few people have asked what, exactly, is science? How does it work? Who are the scientists? What do they do? And more importantly, why...
Here are the transcripts and top takeaways from 20VC episodes released this last week.

"5 Questions to Ask When Growth Slows" https://t.co/hUTsdByjy0 https://t.co/Az0LupLabj
It’s October 12 If you haven’t gotten your investor updates out yet, that’s pretty bad, so do it today and blame: - A Solar Flare - Exhaustion From 12 Months of Straight 996 - The Fractional CFO You Hired Off LinkedIn - Spam Filters - Being...

The post recaps the EUCVC Summit 2025 session with Tanja Lind Melskens on Europe’s defense, disruption and dual‑use innovation, and also highlights three recent podcast episodes – Kristaps Ronis discussing structured secondaries, Alper Oner and Enis Hulli on Turkey’s booming mobile‑gaming sector, and...

Founders when they see competitors raising another round at half the ARR: https://t.co/bVyXFoWmI0

The post recaps several recent EUVC podcast episodes, from Nadia Carlsten and Bjarke Sejersen discussing how AI factories move from hype to operational practice, to Kristaps Ronis explaining structured secondaries as a way to give LPs liquidity without selling shares, Alper Oner...

This feels like the future of pre-IPO startup investing @joinrepublic. $HOOD is doing this in public markets, but not currently allowed in the US. https://t.co/qimPUZinyA

In this episode, former Snowflake CRO Chris Degnan walks through how he built the company’s sales organization from the ground up, detailing hiring strategies for sales leaders and the rapid scaling of a global team to over 6,000 reps. He...

The EUVC blog post recaps several recent podcast episodes from the EUCVC Summit 2025, spotlighting diverse venture themes—from Bodil Sidén and Marika King discussing global food‑security solutions, to Kristaps Ronis explaining how structured secondaries can give VCs liquidity without diluting control,...

In this EUVC podcast episode, Samuli Siren, founder and managing partner of Redstone, explains how the firm systematically maps emerging startup opportunities across Europe by combining sector‑level data, macro‑trend analysis, and network effects. He illustrates the approach with fintech, climate‑tech...
Philip Schmid dropped an astounding figure1 yesterday about Google’s AI scale : 1,300 trillion tokens per month (1.3 quadrillion - first time I’ve ever used that unit!). Now that we have three data points on Google’s token processing, we can chart...

The EUVC blog post showcases three recent podcast episodes that explore distinct venture‑capital themes: Kristaps Ronis explains how structured secondaries deliver liquidity without selling stakes, emphasizing DPI and timing; Alper Oner and Enis Hulli discuss Agave Games’ pivot from publishing to studio mode, illustrating...

In this archival Masters of Scale episode, Reid Hoffman and Shark Tank star Daymond John dissect how John grew FUBU from a modest start into a global streetwear brand by forging authentic, community‑driven partnerships and leveraging cultural relevance. John highlights...

The episode opens with a deep dive into OpenAI’s multi‑billion‑dollar partnership with AMD, a critique of Microsoft’s handling of the OpenAI relationship, and the headline announcements from OpenAI’s Developer Day. Harry then broadens the conversation, arguing that venture capital remains...

LA, we're coming for you! Our fireside chat for #LATechWeek by @techweek_ is happening Oct 14, and you’re gonna wanna be there. We’ve teamed up with @rivianofficial, @quantfi_cfo, and @FidelityPrivate to bring you an evening with two stellar humans: 🎤 @KhalZahar (Founder...
In many ways, Thrive is helping define the current era of venture capital. @vhankes is one of the best in the business; he's behind their investments in OpenAI, SpaceX, Databricks, Stripe, and many more. He's also an excellent board member and...

The post curates three recent podcast episodes that serve as masterclasses for entrepreneurs and investors: Material Security’s founders turned the 2016 election hack into a billion‑dollar email‑security startup by designing protection assuming breaches, Kevin Carter explains why India’s massive, young,...
" All progress depends on the unreasonable man because the unreasonable man is the one who doesn't believe in boundaries and makes changes. Sometimes for the better, sometimes for the worse. But reasonable men live within boundaries. You need unreasonable men to...
YC S17 alum @BillionToOneInc files for US IPO: https://t.co/CGZdNBl3lQ

The post points out that the supplied text is merely a SoundCloud browser‑compatibility notice rather than a full article. It explains that without a proper title, author, date, or body, there’s nothing to summarize. The author asks the reader to...

supabase cto knows from dms in 2020 to 5bn valuation https://t.co/JgWT9AJfsW

Paul Graham on why startup teams can outperform big companies: "small groups can be select." https://t.co/MP5mOZMkUf

In this episode Mike Gelb interviews Joe Seager, a former Virgin executive turned partner at True, to explore how his experience in a founder‑driven culture shaped a unique multi‑stage VC model that blends VC, PE, public markets, and advisory services...

This one’s a machine. Automated, profitable, lean at scale. New on @acquiredotcom: 2-site SMM ecom portfolio doing $9M TTM revenue and $2M profit. > 1M lifetime customers > $9M TTM revenue > $2.04M profit > 15% YoY growth Full listing: https://t.co/bdyQOrGZh5 https://t.co/Yl8iTRsvzV

Coming soon: AI Dealflow for VCs from https://t.co/iXj7ZJdxfx https://t.co/3uAYV5Z4pn

The post is a podcast roundup where Kent Lindstrom interviews a range of unconventional investors and founders—from 1517 Fund’s Danielle Strachman and Michael Gibson, who champion teen, non‑degree founders, to fintech veteran Frank Rotman, Lean Startup guru Eric Ries, Upfront...
Congrats to @stoke_space on their $510M Series D! They're accelerating development of their fully reusable Nova rocket and the activation of Launch Complex 14 at Cape Canaveral next year. https://t.co/W2O5qzsqEp

Sometimes, uncertain tasks are just as hard as certain ones. Work on the problems where there is more uncertainty –– that's where creativity is unleashed. @drfeifei's advice for Founders at the @Mastersofscale Summit. https://t.co/WyhhrayVbT

The article warns that incumbents—from Fortune 500 companies to entrenched government contractors—routinely sabotage startups and internal innovators through tactics ranging from patent lawsuits and procurement protests to budget strangulation, pre‑announcements and strategic acquisitions. AStartup founder cited faces roughly $500,000 in...

Surreal to see an S-1 from a company we backed when it was just the founders sharing bench space. https://t.co/YkVATB5C0b

In this episode, Mike Gelb interviews Joe Seager, partner at True, to explore how the firm’s vertically integrated, multi‑stage model gives consumer‑focused founders a strategic edge, especially within Europe’s fragmented venture landscape. Seager shares insights from his time with Richard...

The post recaps a panel from the Arctic15 LP Summit where family offices and high‑net‑worth investors discussed their growing influence on venture capital, noting that the average single family office now manages roughly $989 million and allocates 5‑10% to VC. Panelists...

The post introduces "The Desi VC" podcast, hosted by immigrant founder Akash Bhat, which aims to bridge the Indian and US venture‑capital ecosystems by sharing stories of desi founders and investors. It highlights episode E139 featuring Karthik Prabhakar, Managing Partner at...

In episode E138 of The Desi VC, host Akash Bhat sits down with Aditya Nambiar, co‑founder of Fennel AI, to explore how the AI‑driven startup is navigating the US‑India venture landscape. Nambiar shares the origins of Fennel AI, the challenges of...

The post explores how premium consumer products are breaking into mainstream retail, drawing on insights from three podcast episodes with industry leaders—Joe Seager on Europe’s multi‑stage VC model, Alex Cantwell on JUUL’s rapid rise and retail lessons, and Jake Bullock...

In this Consumer VC episode, host Mike Gelb talks with Joe Seager, partner at True, about the optimal moments to back consumer‑technology startups, highlighting True’s multi‑stage model that blends VC, PE, public and advisory support to give founders an edge....

The post introduces "The Desi VC" podcast, which bridges the India‑US startup ecosystem, and spotlights episode E137 featuring Mayuresh Raut, Managing Partner at Seafund, who shares insights on cross‑border investing, cultural fluency, and how Seafund helps Indian founders tap US capital....

The post introduces episode E136 of "The Desi VC with Akash Bhat," featuring Swati Bhargava, co‑founder of CashKaro.com, and frames the podcast’s mission to bridge Indian and US startup ecosystems through immigrant perspectives. It highlights the show’s broader lineup, including episodes...